Zacks Investment Management’s Pathward Financial CASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26
| Closed | -$311K | – | 650 |
|
|
2023
Q1 | $311K | Buy |
+26
| New | +$311K | ﹤0.01% | 512 |
|
|
2022
Q4 | – | Sell |
-291,264
| Closed | -$292K | – | 604 |
|
|
2022
Q3 | $292K | Buy |
+291,264
| New | +$292K | ﹤0.01% | 487 |
|
|
2020
Q4 | – | Sell |
-136,188
| Closed | -$315K | – | 521 |
|
|
2020
Q3 | $315K | Buy |
136,188
+125,082
| +1,126% | +$289K | 0.01% | 452 |
|
|
2020
Q2 | $11K | Buy |
+11,106
| New | +$11K | ﹤0.01% | 498 |
|
|
2016
Q4 | – | Sell |
-26,385
| Closed | -$533K | – | 647 |
|
|
2016
Q3 | $533K | Buy |
+26,385
| New | +$533K | 0.02% | 443 |
|
|
2016
Q1 | – | Sell |
-139,371
| Closed | -$2.13M | – | 610 |
|
|
2015
Q4 | $2.13M | Buy |
+139,371
| New | +$2.13M | 0.07% | 192 |
|
|
2015
Q3 | – | Sell |
-14,334
| Closed | -$205K | – | 594 |
|
|
2015
Q2 | $205K | Buy |
+14,334
| New | +$205K | 0.01% | 592 |
|